7 - Upload Patients
Prep Required
Gather these items before starting
- Get a CSV of your current patient database from your EMR
- Get a CSV of your current patient database from your EMR
1. Upload Patients
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Mass Upload Patients via CSV
Before starting create CSV file with the following columns External ID Unique Identifier from EHR First Name Required Last Name Required DOB Required Gender Required Email Contact Email Primary Phone Contact Phone via SMS SSN Encrypted after uploaded ...Merge Patients
1. Navigate to Operations and select Patients. 2. From the View Patients Column select the Merge PT Button in the dropdown. - Click on PT to map to a current profile - If no matching profile click "This is a New Patient" Suggested will populate ...View Patient Profile
1. Navigate to Operations. 2. Navigate to Veins Tracker and from the dropdown select Stage Display. 2. Patient Icon from the name & DOB Column. 3. Users can View, Add or Edit the details from here. - Update Basic Details, Contact Information, ...Delete Patient Profile
All related records to patient will be deleted 1. Navigate to Operations and select Patients. 2. From the View Patients Column select the Delete Button in the dropdown. 3. Click the Continue Button at the bottom of the dialogue box. Updates will be ...Activate a Visit Record in Stage Display
1. Navigate to Operations. 2. Navigate to Veins Tracker and from the dropdown select Storage Display. 3. From the DOS Column select the "mapping" icon. - Click on PT to map to a current profile - If no matching profile click "This is a New Patient" ...